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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,607 | $55,457-75.5% | $77,361-82.4% | $94,015-85.5% |
| Participation rate | 92.9% | 69.8%+23.0pp | 75.0%+17.9pp | 70.8%+22.0pp |
| Annual return | 9.26% | 15.57%-6.3pp | 1011.54%-1002.3pp | 17.84%-8.6pp |
| Employer contribution / active EE | $941 | $2,255-58.3% | $2,990-68.5% | $2,790-66.3% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,871 | $4,334-56.8% | $5,894-68.3% | $8,951-79.1% |